Lead complex projects, driving efficiency and delivering measurable outcomesStreamline processes, enhance team collaboration, and ensure timely completion within budgetDevelop data-driven strategies to enhance project performance, setting up financial institutions to scale the implementationIntroduce solutions to optimize workflows and boost productivity across teamsPioneer project management strategies via an agile methodology, driving productivity gains across teamsManage project requirements per the Statement of Work

Consult with C- level executives and translate requirements into various stages of the implementation plan Design automation framework to streamline processes Utilize 10+ years of experience from the retail bank environment to solve for FI's challengesCo Develop a defined process within each stage of the Loan Origination SystemA strong understanding of data, mapping to and from the FI’s Core.Demo and train the FI’s team on the org builtCommunicate with Project Managers weekly to set appropriate expectations in terms of customer commitment for a successful implementation process

Managed a branch of seven for a total of eleven including partners. Effectively manage and train the sales team to utilize Salesforce and build data for growing the consumer & business relationships.Coach teams on outbound sales call tactics, scripting, product training, and effective pipeline management to result in a balanced scorecard.Design and roll out sales strategies and tactics to help the Area succeed in various sales metrics and challenges.Coordinate calibration meetings with investment and mortgage partners to assess new opportunities for current clients.Manage and grow a large business portfolio w/ business revenue up to $5mil.Cluster leader, leading 4 branches for a total of 12 bankers.

Managed a branch of fourteen; a sales team of five. Managed the large transactional traffic into sales opportunities. Create Excel spreadsheets to build client relationships; incorporate Outlook to schedule important events ie. clients birthdays, anniversaries, milestones etc…Helped branch achieve over 100% of target goal both years by motivating and coaching team to convert walk-­in traffic into sales opportunities (Credit Card, Personal Loans, Mortgage)Built a team to understand and create processes to adapt to various operational changes resulting in multiple passed auditsDesign a client relationship tool via Excel for sales team to utilizeCluster leader for Consumer and Market lending products for in­‐store branches by achieving over 100% of goal/attainment

Hired and trained a sales team of three. Trained new agents to pass the DRE License. Taught various sales tactics and processes to build client relationships. Shared negotiation strategies and contract preparation to submit competitive offers. Ensured sales team were able to understand and articulate contractsPersonally sold over $6 million in real estate; a total of 10 purchases and 5 listingsNo transactions resulted in any legal matter, including no arbitrations or mediationBuilt a team that produced well over $10 million in real estate; a total of 26 purchasesEffectively used DocuSign to provide efficiency for clientsCreated and designed marketing material for listingsProvide various partners to assist in preparing listings (affordable and dependable partners ie contractors, stagers, cleaners etc…)

Assisted the branch manager to reduce expenses and grow the net profits.  Managed a team of seven employees to exceed in sales production under a P&L compensation plan and ensure measures were in place to pass annual Audits.  Coached the teller staff how to uncover sales opportunities and effectively refer clients to bankers.Individually sold bank products to help the branch exceed their sale goalsPartnered with the branch manager to rebuild a branch lowest in the area to become within the top 3 branches in Net Income per Full Time Employee